StockWatch
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Aerospace
Quarterly UpdatesNov 10, 2026, 06:07 AM

Embraer Revises 2026 Guidance, Boosts Free Cash Flow Outlook

AI Summary

Embraer S.A. has revised its 2026 guidance, citing evolving operating conditions and business opportunities and risks. While deliveries for Commercial and Executive Aviation remain unchanged, the company has slightly increased its consolidated net revenue forecast to $8.4 - $8.6 billion. Notably, Embraer significantly raised its Free Cash Flow projection to $700 million or higher, up from a previous estimate of $400 million or higher. The Adjusted EBIT Margin guidance remains consistent.

Key Highlights

  • Embraer revises 2026 guidance, updating projections from March 6 and August 10, 2026.
  • Commercial Aviation deliveries remain unchanged at 80-85 aircraft for 2026.
  • Executive Aviation deliveries remain unchanged at 160-170 aircraft for 2026.
  • Consolidated Net Revenues guidance revised slightly upwards to $8.4 - $8.6 billion from $8.2 - $8.5 billion.
  • Adjusted EBIT Margin guidance remains unchanged at 10.0% - 10.6%.
  • Free Cash Flow guidance significantly increased to $700 million or higher, up from $400 million or higher.